Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Mid-Cap Value Index Admiral N/R in their Schedule of Assets, totaling $700K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERUELO GROUP LLC MERUELO GROUP 401(K) PLAN AND TRUST | DOWNEY CA | 3,458 | $124.5M | $508K |
| 2 | WAREHOUSE DIRECT INCORPORATED WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST | DES PLAINES IL | 317 | $19.8M | $115K |
| 3 | CMG CHELSEA, LLC CMG CHELSEA, LLC AND AFFILIATES 401(K) PLAN |
FANWOOD NJ |
| 303 |
| $15.0M |
| $77K |
